A detailed history of Financial Planning & Information Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 1,249,354 shares of DFAI stock, worth $37.2 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
1,249,354
Previous 1,143,977 9.21%
Holding current value
$37.2 Million
Previous $33.9 Million 16.98%
% of portfolio
5.47%
Previous 5.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$28.69 - $32.06 $3.02 Million - $3.38 Million
105,377 Added 9.21%
1,249,354 $39.7 Million
Q2 2024

Aug 13, 2024

BUY
$28.93 - $30.91 $1.02 Million - $1.09 Million
35,145 Added 3.17%
1,143,977 $33.9 Million
Q1 2024

May 14, 2024

BUY
$27.74 - $30.27 $4.72 Million - $5.15 Million
170,235 Added 18.14%
1,108,832 $33.5 Million
Q3 2023

Nov 14, 2023

BUY
$26.0 - $28.17 $990,158 - $1.07 Million
38,083 Added 4.23%
938,597 $24.5 Million
Q2 2023

Aug 11, 2023

SELL
$26.46 - $28.05 $96,393 - $102,186
-3,643 Reduced 0.4%
900,514 $24.6 Million
Q1 2023

May 02, 2023

SELL
$25.21 - $27.45 $665,417 - $724,542
-26,395 Reduced 2.84%
904,157 $24.4 Million
Q4 2022

Feb 13, 2023

BUY
$21.47 - $25.85 $744,837 - $896,788
34,692 Added 3.87%
930,552 $23.3 Million
Q3 2022

Oct 25, 2022

BUY
$21.44 - $25.78 $3.46 Million - $4.16 Million
161,552 Added 22.0%
895,860 $19.3 Million
Q2 2022

Jul 19, 2022

BUY
$23.87 - $28.49 $5.11 Million - $6.1 Million
214,227 Added 41.19%
734,308 $17.7 Million
Q1 2022

Apr 19, 2022

BUY
$25.94 - $30.08 $10.2 Million - $11.8 Million
392,289 Added 306.97%
520,081 $14.6 Million
Q4 2021

Feb 02, 2022

BUY
$28.27 - $30.4 $2.12 Million - $2.28 Million
74,848 Added 141.37%
127,792 $3.78 Million
Q3 2021

Oct 13, 2021

BUY
$28.39 - $30.41 $1.5 Million - $1.61 Million
52,944 New
52,944 $1.53 Million

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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